-14.7%
KR vs LBRT
+119.0%
-133.6%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +3.1% | -4.4% | -1.2% |
| 7D | -3.1% | +10.2% | -13.2% | -2.7% |
| 30D | +0.6% | +4.9% | -4.2% | +0.9% |
| 3M | -9.8% | -21.2% | +11.4% | -10.0% |
| 6M | -22.1% | -19.9% | -2.2% | -22.1% |
| YTD | -8.1% | +20.8% | -28.9% | -5.7% |
| 1Y | -14.7% | +123.5% | -138.2% | -6.7% |
| All | -14.7% | +119.0% | -133.6% | -6.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LBRT.
Daily Out/Under-Performance
Portfolio return minus LBRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LBRT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded LBRT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling